Purchases and Sales Made in Q1 2023 in Iqvia Holdings Inc. (IQV)
This table provides information about the institutional ownership of Iqvia Holdings Inc. (IQV) during Q1 2023. The information is specifically focused on institutions that hold shares of IQVIA HOLDINGS INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
987+ 12.67% |
$186K - $238K
|
8.77K
$1.83M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
949+ 5582.35% |
$178K - $228K
|
966
$201K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
907+ 0.87% |
$171K - $218K
|
105K
$21.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
881+ 2.18% |
$166K - $212K
|
41.4K
$8.61M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
873+ 11.24% |
$164K - $210K
|
8.64K
$1.8M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
852+ 15.08% |
$160K - $205K
|
6.5K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
850+ 58.62% |
$160K - $205K
|
2.3K
$479K
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
814+ 2.69% |
$153K - $196K
|
31.1K
$6.47M
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
810+ 0.72% |
$152K - $195K
|
113K
$23.5M
|
|
|
May 15, 2023
Q1 2023
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
773+ 2.08% |
$145K - $186K
|
37.9K
$7.89M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
765+ 5.74% |
$144K - $184K
|
14.1K
$2.93M
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
721New |
$136K - $174K
|
721
$150K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
706+ 3.12% |
$133K - $170K
|
23.4K
$4.86M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
687+ 13.67% |
$129K - $165K
|
5.71K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
672New |
$126K - $162K
|
672
$140K
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
671+ 26.82% |
$126K - $161K
|
3.17K
$660K
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
652+ 0.91% |
$123K - $157K
|
72.4K
$15.1M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
648New |
$122K - $156K
|
648
$135K
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
646New |
$121K - $155K
|
646
$134K
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
625+ 19.08% |
$118K - $150K
|
3.9K
$812K
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
624+ 3.9% |
$117K - $150K
|
16.6K
$3.46M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
613+ 5.69% |
$115K - $148K
|
11.4K
$2.37M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
584+ 1.71% |
$110K - $141K
|
34.8K
$7.23M
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
580+ 0.72% |
$109K - $140K
|
81.1K
$16.9M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
551+ 2.42% |
$104K - $133K
|
23.3K
$4.85M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
545+ 9.08% |
$102K - $131K
|
6.55K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
541+ 40.62% |
$102K - $130K
|
1.87K
$390K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
538+ 3.35% |
$101K - $129K
|
16.6K
$3.45M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
520+ 34.55% |
$97.8K - $125K
|
2.03K
$421K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
516New |
$97K - $124K
|
516
$107K
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
500+ 0.99% |
$94K - $120K
|
51K
$10.6M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
462+ 342.22% |
$86.9K - $111K
|
597
$124K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
456+ 4.21% |
$85.7K - $110K
|
11.3K
$2.35M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
455+ 19.1% |
$85.5K - $109K
|
2.84K
$590K
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
453+ 351.16% |
$85.2K - $109K
|
582
$121K
|
|
|
May 12, 2023
Q1 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
444+ 13.81% |
$83.5K - $107K
|
3.66K
$762K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
435+ 245.76% |
$81.8K - $105K
|
612
$127K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
434+ 0.26% |
$81.6K - $104K
|
169K
$35.1M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
415+ 10.34% |
$78K - $99.9K
|
4.43K
$922K
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
400+ 12.31% |
$75.2K - $96.3K
|
3.65K
$760K
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
400+ 12.31% |
$75.2K - $96.3K
|
3.65K
$760K
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
393+ 2.72% |
$73.9K - $94.6K
|
14.8K
$3.09M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
388+ 3.79% |
$72.9K - $93.4K
|
10.6K
$2.21M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
366+ 3.99% |
$68.8K - $88.1K
|
9.54K
$1.99M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
360+ 0.0% |
$67.7K - $86.6K
|
21.6M
$4.5B
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
353+ 1.2% |
$66.4K - $84.9K
|
29.7K
$6.18M
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
349+ 2.86% |
$65.6K - $84K
|
12.5K
$2.61M
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
342+ 2850.0% |
$64.3K - $82.3K
|
354
$73.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
337New |
$63.4K - $81.1K
|
337
$70.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
336+ 152.04% |
$63.2K - $80.9K
|
557
$116K
|